Union Bancaire Privee’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Union Bancaire Privee’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Hold	2,000	–	–	﹤0.01%	401
2026 Q1	$139K	Hold	2,000	–	–	﹤0.01%	409
2025 Q4	$139K	Hold	2,000	–	–	﹤0.01%	409
2025 Q3	$142K	Hold	2,000	–	–	﹤0.01%	390
2025 Q2	$140K	Sell	2,000 -2,230	-53%	-$194K	﹤0.01%	390
2025 Q1	$360K	Hold	4,230	–	–	0.01%	334
2024 Q4	$355K	Buy	+4,230	New	+$389K	0.01%	365

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Union Bancaire Privee's TLT Position: Q2 2026 in Review

Union Bancaire Privee held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 2,000 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Union Bancaire Privee first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Union Bancaire Privee held 2,000 shares of iShares 20+ Year Treasury Bond ETF worth $141K as of Q2 2026.
Union Bancaire Privee left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #401 holding.
Union Bancaire Privee first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares 20+ Year Treasury Bond ETF position peaked at $360K in Q1 2025.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.